Tip #1169: Have a toast with variable timing

Fancy avocado toasts

Just found something in Unified Interface under the cogwheel menu that I’ve never seen (or noticed) before and couldn’t find any references in the documentation: Did I miss the memo? Toast? Where? Shilpa Sinha, Principal PM at Microsoft explains: This was added for Accessibility reasons. In accessibility compliance, there is a requirement called “timing adjustable” […]

Tip #1168: Sitemap and Commanding changes on Unified Interface

Person touching white button on a jukebox machine

Developing user experience is a complex iterative process and it usually takes few iterations to get things right. Unified Interface is no exception. Some things are brilliant and some, uhm, require further work. The good news is that changes are coming. The “bad” news that they are coming very, very soon so it’d be a […]

Tip #1167: Impersonation does not grant extra powers

Anonymous mask

I did write before about impersonating users. It’s a very straightforward “manoeuvre” and is commonly used when there is a service account (could be either non-interactive user or, better, application user) that needs to act as a specific user. There is even a built-in role Delegate which contains an absolute minimum set of privileges required […]

Tip #1166: Dynamic Help now included in Solutions errors

Life buoy, fire alarm

Troubleshooting solution errors has always been either somewhat a guessing game or painful tracking of the solution dependencies. I’m sure they are not fun to deal with for Microsoft support either. Dana Martens, Supportability Program Manager at Microsoft, has some good news about Dynamic help. Yes, Dynamic not Dynamics. Read on. The Solutions feature team […]

Tip #1164: All your forms are belong to us

Hidden figure

Even some of the battle-forged Business Applications MVPs are not immune and descent into sheer panic when their forms go missing after the upgrade. DON’T PANIC Dynamics 365 upgrades do not delete any forms and while some things may not go as planned, nuking your hard earned customizations is not on the todo list of […]

Tip #1161: Become real BAD this October

Become BAD

When we were planning Business Application Developer (BAD) Masterclass in Europe earlier this year, we didn’t expect the level of interest it would generate. London and Amsterdam classes were sold out, and the feedback was great. Very much enjoyed. Two days full of knowledge, learning and excitement. Was a great experience to learn new things […]

Tip #1157: Do not delete system components

Sign on a wall saying Do Not Enter

When you provision a Dynamics 365 instance, it comes with a number of system views that may or may not apply to your scenarios. Take, for example, Contacts: No Campaign Activities in Last 3 Months. If you are not into marketing, why would you need one? As tempting as it could be to just go […]

Tip #1156: Locked fields out of the box

Locked latch

Long time ago Stefan Strube sent me this tip, I filed it away and forgot all about it (sorry, Stefan!). Until last week, that is, when I started new deployment and customer had specific need for couple rollups on account entity. Good news was that those rollups are out of the box: opendeals and openrevenue, […]

Tip #1154: When Unified Interface misbehaves

Overlapping zippers creating confusion

We know that Unified Interface is not yet on par with the classic UI. Some things are not yet there, some things will never be there because there are better ways to achieve the same results. Since Dynamics 365 is a continuously updated beast, sometimes bugs and inconsistencies make their way into a working feature. […]

Tip #1152: Attachments to Dynamics 365 Notes

Use carabiner to connect safety harness

Flow is great but can be frustrating at times, as Jerry “Once tipster – forever tipster” Weinstock has discovered when trying to add attachment to a note in Dynamics 365. This is his story File uploads to OneDrive etc work great. Files attach to emails with no issue. A super slick Flow feature! I am […]